In AWS QuickSight, generating many reports is beneficial, but distributing them to your team enhances collaboration! As your business grows and changes, you'll want to make sure the right people can see the right reports, based on their roles. This makes sure everyone gets the information they need for their work. Plus, you can easily share specific reports with everyone in your organisation with just one click 😄

Author users have more flexibility, features and the option to do more. One of them is sharing the dashboards, we will explain here how to do this

Click on the dashboard you want to share. On the dashboard screen, click on the “Share” button in the top right and click “Share Dashboard”.

Once you click "Share Dashboard", you will arrive at the Share Dashboard screen.

To share dashboards with specific users, you need to search for the users using the “Invite users and groups to dashboard” search box.

Click “ADD” next to the users you want to share the dashboard with:

Once you click ADD, you will be able to select the privileges you want to grant to the user.

Normally, you will just have the option to click “Viewer”. If the user is an Author, then you will also get the option to click “Co-owner”. An Author who is a co-owner of a dashboard will also have the ability to share or delete the dashboard, so choose this option based on the permissions you want to grant to the user:

To share the dashboard with all the users, you need to use the option on the left bottom corner of the share dashboard screen.

Click the toggle next to the “Everyone in this account” text. This will configure the permissions for all users to have Viewer access to the dashboard:

Once this is enabled, a new toggle button will appear below, labelled “Discoverable In QuickSight”. This will allow users to see the dashboard on their QuickSight Dashboards screen.

In the “Manage Permissions” section on the “Share dashboard” screen, there are three columns for "Name", “Permission”, and “Save as Analysis” for each user.

For Reader users, the permission and save as analysis can't be changed and will display as “Viewer” and “Not available for readers” respectively

For Author users, the “Permission” column can be changed between “Viewer” and “Co-owner”, which changes the permissions of the user in the same way that you would when first sharing the report with the user

The “Save as Analysis” switch allows the Author user to create a new analysis using the dashboard with identical configurations:

Doing so will also grant the user access to any datasets that are used in the dashboard as well, as these are required to make any edits to the analysis.

Once you enable this, you will be shown a pop-up for confirmation. Click “Confirm” if you’re happy for the user to be granted user access to all datasets used in the dashboard.

The trash can icon can be clicked to delete the permissions for the dashboard from the user.

Viola! Power unlocked! Sharing Dashboards is easy now 😃